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Fidelity Enhanced Small Cap ETF
FESM

Overview Fund Activity

118 hedge funds and large institutions have $1.26B invested in Fidelity Enhanced Small Cap ETF in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 49 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+32
Holders Change %
+37.21%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
40
Increased
49
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$55.1M
2
LPL Financial
2
LPL Financial
California
$53M
3
Wells Fargo
3
Wells Fargo
California
$18.3M
4
SWP
4
Sagespring Wealth Partners
Tennessee
$9.53M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.77M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$862M
3
SIAS
3
Summit Investment Advisory Services
Minnesota
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$56M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
26
Global Retirement Partners
California
$4.08M +$4.08M +127,525 New
PI
27
Parkside Investments
Illinois
$3.89M +$3.89M +121,475 New
MA
28
Modus Advisors
Minnesota
$3.67M +$3.67M +114,783 New
Stifel Financial
29
Stifel Financial
Missouri
$3.65M +$1.24M +38,685 +51%
NA
30
NewEdge Advisors
Louisiana
$3.01M -$380K -11,878 -11%
LCC
31
Lincoln Capital Corp
Rhode Island
$2.83M +$393K +12,286 +16%
FWM
32
FMA Wealth Management
Massachusetts
$2.8M +$52.1K +1,629 +2%
KAS
33
Kestra Advisory Services
Texas
$2.72M +$1.49M +46,607 +121%
MML Investors Services
34
MML Investors Services
Massachusetts
$2.64M +$538K +16,812 +26%
IWP
35
IAG Wealth Partners
Wisconsin
$2.55M -$639K -19,979 -20%
SPIA
36
Steward Partners Investment Advisory
New York
$2.07M +$290K +9,079 +16%
PAG
37
Private Advisor Group
New Jersey
$1.91M +$722K +22,582 +61%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.88M -$3.4M -105,327 -64%
Jane Street
39
Jane Street
New York
$1.87M +$1.87M +58,564 New
MAG
40
Mayfair Advisory Group
Alabama
$1.8M +$1.8M +54,190 New
PAS
41
PKS Advisory Services
New York
$1.53M -$254K -7,951 -14%
IAG
42
Investmark Advisory Group
Connecticut
$1.43M +$1.43M +44,775 New
HI
43
Harbour Investments
Wisconsin
$1.36M -$2.44M -76,275 -64%
HIS
44
Horizon Investment Services
Indiana
$1.29M -$31.2K -974 -2%
TWC
45
TD Waterhouse Canada
Ontario, Canada
$1.29M +$609K +18,925 +89%
C
46
Croban
Ohio
$1.26M +$90.1K +2,819 +8%
CWM
47
Cornerstone Wealth Management
Missouri
$1.21M +$2.3K +72 +0.2%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.19M -$4.52M -141,391 -79%
GCA
49
Greenwood Capital Associates
South Carolina
$1.12M +$186K +5,820 +20%
CF
50
Convergence Financial
Missouri
$1.11M +$330K +10,315 +42%
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